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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Adam Marino (CRD# 5584134) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 15 years of experience in the finance industry. Adam Marino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John McAvoy (CRD# 2240115) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 31 years of experience in the finance industry. John McAvoy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Roger McDevitt (CRD# 5465484) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 16 years of experience in the finance industry.
Mark McGaunn (CRD# 3188110) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Needham Heights, MA and has over 25 years of experience in the finance industry. Mark McGaunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory McLaughlin (CRD# 4078794) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 24 years of experience in the finance industry. Gregory McLaughlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Erica Mellone (CRD# 5608891) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 15 years of experience in the finance industry. Erica Mellone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brittany Russell (CRD# 6261847) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 10 years of experience in the finance industry. Brittany Russell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Adam Sachs (CRD# 2409963) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 30 years of experience in the finance industry. Adam Sachs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
George Saideh (CRD# 1088813) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 38 years of experience in the finance industry.
Mark Scionti (CRD# 1425426) is an Investment Advisor Representative working at M3 Advisory Group, LLC in Needham Heights, MA and has over 15 years of experience in the finance industry.